Client Services Director jobs at BNY Mellon - 43 jobs

Senior Director, Client Processing Manager - Payment Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Director, Client Processing Manager - Payment Operations to join our Payments Enablement Platform Ops team. This role is located in Pittsburgh, PA. About the Role The Senior Director, Payments Operations - will lead end-to-end operational strategy and execution across the region, covering high‑velocity, mission‑critical payment flows (domestic, cross‑border, real‑time rails, high‑value payments). This leader will drive operational excellence, client experience, and risk control while accelerating data‑driven decisioning, AI‑enabled operations, and intelligent automation at scale. The ideal candidate is a transformative operator with deep payments domain expertise, strong people leadership, and a strategic mindset, passionate about reengineering, simplification, and continuous improvement. In this role, you'll make an impact in the following ways: Regional Leadership and Strategy Own the US payments operations strategy, operating model, and performance outcomes; set direction, define success metrics, and ensure alignment with global standards. Lead multi‑country operations teams, balancing regional nuances with global consistency and scalability. Shape capacity planning, workforce strategy, location strategy, and vendor/partner engagement. Operational Excellence and Risk Management Ensure daily operational integrity across all payment rails with a focus on timeliness, accuracy, resiliency, and client SLAs. Strengthen first‑line risk and control discipline: incident prevention, rapid issue resolution, root‑cause elimination, change control, and regulatory adherence. Drive robust operational readiness for new products, market infrastructures, and regulatory changes. Data, AI, and Automation Build a data‑literate culture; define critical data elements, quality standards, and the operational analytics roadmap. Implement AI/ML use cases for exception handling, anomaly detection, forecasting, and intelligent workflow orchestration. Scale intelligent automation (RPA, orchestration, decision engines) to reduce manual effort, accelerate cycle times, and improve straight‑through processing (STP). Reengineering and Transformation Lead end‑to‑end process reengineering: eliminate failure demand, simplify controls, standardize workflows, and modernize tooling. Champion continuous improvement (Lean/Agile) and measurable uplift in KPIs: STP, cost‑to‑serve, defect rate, turnaround time, and NPS. Partner with Technology and Product to co‑create target‑state capabilities, ensuring operational design is embedded early in change. Client Experience and Stakeholder Management Serve as the senior operational point of contact for strategic clients and market infrastructures in the US; handle escalations with urgency and transparency. Collaborate with Sales, Product, Technology, Risk, Compliance, and Finance to deliver client outcomes and business growth. Represent operations in US governance forums; communicate performance, risks, and transformation progress. People Leadership and Culture Build and develop high‑performing, diverse teams; set clear goals, coach leaders, and foster accountability. Promote a culture of client obsession, curiosity, ownership, and collaboration across locations and time zones. Invest in upskilling: data literacy, AI fluency, automation tooling, and agile ways of working. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred. 15 plus years of total work experience preferred, with at least 5-7 years in management. 12-15+ years in payments operations or adjacent domains (transaction banking, clearing, real‑time payments, cross‑border), with 7+ years leading large, multi‑site teams. Proven track record running complex operations with significant daily volumes, tight SLAs, and high regulatory scrutiny in APAC markets. Demonstrated success implementing AI/ML and automation in production operations, with measurable KPI improvements. Strong data literacy: ability to define data strategies, interpret analytics, challenge insights, and make decisions grounded in evidence. Deep understanding of operational risk, control frameworks, business continuity, and regulatory requirements across Americas jurisdictions. Experience in process reengineering (Lean/Six Sigma) and agile delivery; comfortable leading transformation programs end‑to‑end. Exceptional stakeholder management and executive communication skills; adept at influencing across Product, Technology, Risk, and front‑office. Bachelor's degree required; advanced degree or professional certifications (e.g., PMP, Lean Six Sigma Black Belt, data/AI certifications) are a plus. Technical and Domain Skills Payments domain: real‑time payments (e.g., FAST/NPP), high‑value/RTGS, ACH, SWIFT cross‑border, ISO 20022, correspondent banking operations. AI/Automation: familiarity with AI/ML operations use cases, RPA/orchestration platforms, NLP for email/case routing, predictive analytics for capacity/incident prevention. Data and Analytics: SQL and/or data visualization literacy; comfort with KPI dashboards, anomaly detection, and operational forecasting. Tools and Platforms: exposure to case management/workflow tools, incident/change management platforms, and control monitoring systems. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Influences and collaborates with client experience team and cross-functional enablement teams to create client experience transformations that drive significant change to the client experience. Challenges the business to drive for an innovative solution and ensure best in class solution designs. Embraces and drives experimentation to measure and implement integrated and proven solutions across multiple channels. Oversees and monitors health of client experiences from end-to-end using internal and external metrics. Manages deliverables and KPIs of client experiences team and elevate help requests to alleviate roadblocks. Generates and sustains strong business support by working with team members to help forge common understanding of the commercial decisions/impacts and the client propositions proposed. Drives connection across all appropriate stakeholders both within and outside of department to optimize client experiences end-to-end. Conducts analyses required to problem solve with the team on specific delivery, design, and strategic issues. Supports program business analysis and systems thinking by preparing and reviewing thought observations, process/system maps, data analysis, and research findings. Serves as subject matter expert supporting discussions with internal stakeholders and external clients. .Participates and influences ongoing business planning and departmental prioritization activities. Ensures client experience business outcomes are linked to business case drivers. Participates in special projects and performs other duties as assigned. Qualifications 8 or more years work experience, including 3+ years of leading large cross-functional/cross-regional teams on major organizational projects. Proven track record of leading and developing high-performing crew preferred. Executive Stakeholder experience required Track record of persuasion and influence with Executive Stakeholders Matrix leadership experience preferred Experience in Client Experience, Client Success and Operations are helpful Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Join us as a Client Director to play a highly influential role in protecting our clients and growing our business. Where you can make an impact: Client & Broker Engagement At AIG, we are reimagining the way we help clients manage risk through a differentiated value proposition. Join us as a Client Director to play your part in our transformation. It is an opportunity to grow your skills and experience as a valued member of the team. Our Client Engagement team manages AIG's major client relationships across all product lines, as well as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience - our client-centric framework drives a consistent experience and best practice, while allowing flexibility to meet the client's needs. What you need to know: AIG North America Commercial Insurance has an exciting opportunity for a Client Director. The responsibilities will involve management of key client relationships focused on client retention and new business growth. A successful candidate will have proven ability to align and influence internal and external stakeholders, is an effective communicator, has the ability to build commitment, and is tolerant of ambiguity. Key attributes for the role include leadership, creativity, collaboration, strong influential skills, presence, vision, and broad insurance knowledge. How you will create an impact: Client Engagement: Build valuable client relationships with key personnel, including C-suite executives Serve as the senior AIG point of contact for key client partners Formulate Client Summaries with clients in order to identify critical client focus areas, existing AIG alignment and forward-looking opportunities for increased partnership Identify and maintain regular collaborative dialogue with key business influencers at major brokerage operations Internal Management: Champion new and existing business initiatives working with the Broker Marketing Executive, Broker Marketing Leader, Broker Engagement and Underwriting Business Partners. Collaborate with market leadership to ensure Client Centric Focus is integrated into all market sales and business planning Develop and implement collaborative marketing strategies to achieve business production and performance goals Manage account and product portfolio across Distribution and Profit Center resources Drive the AIG value proposition and ensure that clients are aware of the array of products, services and solutions (enterprise-wide) available and enhance exposure to AIG Develop plans to improve portfolio and account performance, enhance service and strengthen relationships with major account clients Deliver results in new business production and cross selling from existing clients in line with set objectives Meet or exceed client retention and premium retention goals for the Engaged Account Portfolio. What you'll need to succeed: 10+ years of experience Proven client relationship / management experience Experience in P&C Insurance Ability to build relationships, internally and externally Ability to influence brokers, clients, peers, senior executives and staff Ability to manage complex global insurance relationships Strong financial and accounting skills to effectively engage at the senior management level Strong problem solving abilities. #LI-AR1 #distribution #clientengagment At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. AIG reserves the right to conduct a criminal background check, tailored to the requirements of a job, after a conditional employment offer is made. Unless otherwise required by law, AIG does not automatically exclude any applicant with a criminal conviction for a job or class or jobs. For more information about Philadelphia law specifically, copy and paste the following link within your browser: *********************************************************************** Functional Area: SM - Sales & MarketingNational Union Fire Insurance Company of Pittsburgh, Pa.

What's the scope of the Full-Service Relationship Representative (Client Success Executive) role? What experience would be gained from it? Serving full-service clients under $200M. Building deep relationships with decision makers within client organizations to foster loyalty and demonstrate Vanguard's value proposition. Working with consultants associated with Key Account consultant firms and partnering with CEG representatives on consultant relationship development Delivering strategies to increase impact for plan participant success and plan sponsor client loyalty and satisfaction. Developing deep knowledge of Vanguard full-service recordkeeping offer. Understand client relationship financials and ongoing relationship viability. Establishing a broad network across the IIG business What does the ideal candidate look like? An individual who thrives in this role demonstrates determination and is highly collaborative. A highly organized and resourceful problem solver who navigates ambiguity using conceptual thinking skills. Strong relationship management, professional presence, communication, and collaboration skills with internal and external partners to achieve key outcomes (e.g., client loyalty and satisfaction, profitability, etc.) Ability to deepen and strengthen client relationships retaining existing client relationships. To effectively position Vanguard and our investment products and services. FINRA 6 and 63 licenses (or ability to obtain within 90 days of hire) Responsibilities Consults with clients to evaluate needs. Research resolutions for client issues and supports strategies for process improvement. Leverages relationship management skills to build relationships with clients. Supports recordkeeping strategy to identify areas for process improvement. Identifies and resolves client inquiries related to products or services. Builds internal relationships to collaboratively resolve client issues. Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participates in team projects and performs other duties as assigned. Qualifications Minimum of three years related work experience. Two years experience in Client Services, Relationship Management and/or Vanguard Workplace Solutions preferred. Undergraduate degree or equivalent combination of training and experience. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Experience with the Vanguard recordkeeping offer and process required. Client travel is required and expected for this role. Sponsorship Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth. As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services. **Job responsibilities** + Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships. + Serve as the main contact for clients, facilitating strategic and operational business activities. + Develop strong relationships with client leads and executives/C-suite. + Support revenue growth through business reviews, strategic account plans, and solution demonstrations. + Prepare and process customer orders and contracts to expand services or deliver new hardware. + Ensure successful utilization of InstaMed solutions and drive adoption across the territory. + Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities. + Conduct outreach to communicate changes or new offerings that impact customer relationships. + Identify potential risks to customer retention and serve as the escalation point for issue resolution. + Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. + Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time **Required qualifications, capabilities, and skills** + 5 + years of proven success in a revenue-generating role + 5 + years of experience within healthcare, health-tech, and merchant services + Excellent people skills and ability to build relationships with customers. + Sound judgment in setting customer expectations and managing sensitive customer situations. + Excellent organizational skills in daily task management and follow-ups. **Preferred qualifications, capabilities, and skills** + Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. + Bachelor's degree or higher JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth. As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services. Job responsibilities Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships. Serve as the main contact for clients, facilitating strategic and operational business activities. Develop strong relationships with client leads and executives/C-suite. Support revenue growth through business reviews, strategic account plans, and solution demonstrations. Prepare and process customer orders and contracts to expand services or deliver new hardware. Ensure successful utilization of InstaMed solutions and drive adoption across the territory. Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities. Conduct outreach to communicate changes or new offerings that impact customer relationships. Identify potential risks to customer retention and serve as the escalation point for issue resolution. Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time Required qualifications, capabilities, and skills 5 + years of proven success in a revenue-generating role 5 + years of experience within healthcare, health-tech, and merchant services Excellent people skills and ability to build relationships with customers. Sound judgment in setting customer expectations and managing sensitive customer situations. Excellent organizational skills in daily task management and follow-ups. Preferred qualifications, capabilities, and skills Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. Bachelor's degree or higher

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Join the founding team of Advice and Wealth Management Portfolio Solutions, where we develop, manage, and launch differentiated investment solutions tailored to the evolving needs of Advice and Wealth Management clients. This role blends strategic thinking, investment acumen, and execution excellence to shape the future of Advice and Wealth Management. Key Responsibilities 1. Product/Service Strategy & Development · Use market trends, client feedback, and data insights to identify opportunities and recommend product strategies for new and existing offers. · Ensure product-market fit by aligning features, pricing, and positioning with Advice and Wealth Management client needs. 2. Cross-Functional Collaboration · Maintain oversight over a portfolio of offers to align product/service strategy and delivery. This role “owns” Cash strategy and offer for Advice and Wealth Management - identifies the right features, rate strategy and offer expansion needs for Advice and Wealth Management clients and partners with the Personal Investor Cash team to ensure delivery end-to-end. · Drive integration of Advice and Wealth Management-specific features into enterprise-wide offers and initiatives, ensuring differentiation and relevance for Advice and Wealth Management clients. 3. Roadmap & Prioritization · Own the 3-year product roadmap for Advice and Wealth Management Solutions, balancing client needs, business goals, and enterprise priorities. · Collaborate with Center for Data and Analytics to deliver flow-of-funds data and build an investment product dashboard for Advice and Wealth Management. 4. Program Management & Go-to-Market Execution · Lead go-to-market planning, ensuring alignment across stakeholders and balancing innovation with feasibility. · Build strong relationships across teams and foster transparent, proactive communication. Manage cross-functional workstreams and ensure timely execution. 6. Risk & Compliance Integration · Embed risk mitigation, compliance, audit, and legal requirements into product development and delivery. · Maintain technical and business knowledge to support implementation and governance. Qualifications · Minimum 8 years of experience in product development, strategy, or investment-related project management. · Proven ability to drive outcomes in a matrixed environment. · Strong stakeholder engagement and relationship management skills. · Bachelor's degree required; advanced degree preferred. · Excellent communication, analytical, and problem-solving skills. · CFP and/or CFA designation preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

YOUR IMPACT Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have on financial wellness? Goldman Sachs Ayco's Corporate Relationship Management team is focused on ensuring our clients and partners receive the best service our firm has to offer through our strategic guidance, dedication to quality and commitment to improving the financial health of employees across the country. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design. Goldman Sachs Ayco GS Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. HOW YOU WILL FULFILL YOUR POTENTIAL Own the strategic growth of our current client base by managing a limited number of corporate relationships while supporting a VP Relationship Manager (RM) Support RM in creating and maximizing revenue opportunities within current corporate relationships Establish baseline skill in communicating our firm direction and strategic vision and bring in subject matter experts to further educate our clients on the various service offerings we have to offer Drive awareness and adoption of employees and executives using Ayco services within corporate partners Help design and implement services by aligning product offerings with corporate account needs Lead and conduct regular in-person and virtual meetings with the corporate accounts that you manage; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties Work with corporate client stakeholders to define success metrics and determine engagement strategies Discuss current utilization and outcomes metrics; analyze progress against pre-defined success factors Participate in regular meetings with clients for Relationship Managers you support as well as internal stakeholders Serve as the escalation point for corporate contacts on any servicing issues and as the internal escalation point on any concerns regarding the relationship Coordinate resources from across the firm, facilitate and coordinate communication to enhance firm's overall relationship with clients Develop financial education content, as applicable SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 3-4 or more years of experience with employee benefits/compensation, marketing/sales, relationship management and/or financial industry preferred is preferred Strong organization and multitasking skills Excellent written and verbal communication sills Detail oriented, self-motivated, and strong organization skills Team oriented with ability to work across multiple businesses Working knowledge of Microsoft products, including Work, Excel, Windows, PowerPoint Ability to work effectively within cross functional teams, exchanging ideas, and developing and managing timelines Potential travel required ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

ABOUT US: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! JOB DESCRPTION: National Service & Solutions is a specialized contact area within Global Operations supporting high risk and complex activities. The team is responsible for providing Consumer and Small Business Deposit product problem handling and escalation support for Financial Centers (FC), clients (internal and external) and third parties. Team Managers in NS&S are responsible for executing the LOB strategy and managing a team of 15-25 call center associates. May manage projects to drive efficiency, cost reductions, and improve client experience impacts throughout the business. May act as the subject matter expert on various projects and is able to handle multiple complex activities. Defines opportunities to meet associate and customer satisfaction goals within the team, and at the site level. MANAGERIAL RESPONSIBILITIES: Maintains a full understanding of team and individual performance using long and short term analysis of key performance indicators, observations, and anecdotal information Identifies positive and negative patterns driving the performance Coaches the team and individuals to sustain positive patterns and mitigate negative patterns to improve or sustain performance Nurtures employee development with effective feedback and career planning conversations Sustains a process excellence culture to maintain consistent and iterative improvements in all aspects of the operation and employee experience Actively participates in routines and practices to accurately assess key performance indicators and executes on actions needed to improve and maintain the health of the operation and the employee experience . Executes long and short-term strategic plans to drive improvements in client care, efficiency, employee engagement and growth. Makes sound judgements based on data to balance risks with rewards, maintain control discipline, and respond to change Engages in ongoing personal education to maintain a current working knowledge of the market, technology that would benefit the operation, best practices in employee engagement, and updated skill set. REQUIRED QUALIFICATIONS: 2 or more years of Contact Center experience Demonstrated leadership experience in a call center environment Thorough knowledge of Financial Center products, services and bank policies Excellent verbal and written communication skills Experience with coaching employees and providing feedback Self-motivated and able to work independently Strong experience with Microsoft Office products (Word, Excel, PowerPoint) DESIRED QUALIFICATIONS: Deposits and/or CD/IRA background Experience with quality assurance routines Familiarity with call monitoring and calibration routines SKILLS: • Issue Management • Risk Management • Customer Service Management • Performance Management • Customer and Client Focus • Active Listening • Business Acumen • Coaching • Conflict Management • Research • Business Continuity Management • Quality Assurance • Emotional Intelligence • Problem Solving Shift: 2nd shift (United States of America) Hours Per Week: 40

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

Blue Bell, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction + Attends client review meetings to assist with relationship deepening conversations + Executes on the team service model, including engaging with specialists/partners to address client's needs + Manages aspects of the client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Obtain and/or maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction Attends client review meetings to assist with relationship deepening conversations Executes on the team service model, including engaging with specialists/partners to address client's needs Manages aspects of the client relationship process, including client onboarding and resolving escalations Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Skills: Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction * Attends client review meetings to assist with relationship deepening conversations * Executes on the team service model, including engaging with specialists/partners to address client's needs * Manages aspects of the client relationship process, including client onboarding and resolving escalations * Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy Required Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support * SAFE ACT Registration; ADV-2B Required * Obtain and/or maintain at least one firm approved designation * Possess and demonstrate strong communication skills * Ability to lead through collaboration and influence without direct authority * Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once * Thorough knowledge and understanding of the suite of Wealth Management products and services * Proven ability to manage risk and support sound decisions * Ability to research escalated client issues for response/resolution Skills: * Account Management * Business Acumen * Client Management * Client Solutions Advisory * Portfolio Management * Referral Identification * Referral Management * Relationship Building * Administrative Services * Client Investments Management * Customer Service Management * Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service Manager to join our Client Service team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: * Develop and maintain strong client relationships by demonstrating expertise in client operations and reporting, ensuring consistent and high-quality service delivery. * Lead a team of client service professionals, fostering a collaborative and empowering work environment that aligns with BNY's principles and supports the strategic pillars. * Analyze client feedback and operational data to identify areas for improvement, implementing solutions that enhance client satisfaction and operational efficiency. * Ensure compliance with industry regulations and company policies by maintaining up-to-date knowledge and training within the team. To be successful in this role, we're seeking the following: * Bachelor's degree in Business, Finance, or a related field preferred. * Typically 4-7 years of experience in client service management or a related field, with a track record of leadership and operational excellence. * 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred. * Strong leadership and team management skills, with the ability to foster a collaborative and client-focused environment. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service Manager to join our Client Service team. This role is located in Pittsburgh, PA and is a hybrid position offering work flexibility (4 days in the office, 1 remote per week). In this role, you'll make an impact in the following ways: Develop and maintain strong client relationships by demonstrating expertise in client operations and reporting, ensuring consistent and high-quality service delivery. Lead a team of client service professionals, fostering a collaborative and empowering work environment that aligns with BNY's principles and supports the strategic pillars. Analyze client feedback and operational data to identify areas for improvement, implementing solutions that enhance client satisfaction and operational efficiency. Ensure compliance with industry regulations and company policies by maintaining up-to-date knowledge and training within the team. To be successful in this role, we're seeking the following: Bachelor's degree in Business, Finance, or a related field preferred. Typically 4-7 years of experience in client service management or a related field, with a track record of leadership and operational excellence. 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred. Strong leadership and team management skills, with the ability to foster a collaborative and client-focused environment. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Service Manager to join our Client Service team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: Develop and maintain strong client relationships by demonstrating expertise in client operations and reporting, ensuring consistent and high-quality service delivery. Lead a team of client service professionals, fostering a collaborative and empowering work environment that aligns with BNY's principles and supports the strategic pillars. Analyze client feedback and operational data to identify areas for improvement, implementing solutions that enhance client satisfaction and operational efficiency. Ensure compliance with industry regulations and company policies by maintaining up-to-date knowledge and training within the team. To be successful in this role, we're seeking the following: Bachelor's degree in Business, Finance, or a related field preferred. Typically 4-7 years of experience in client service management or a related field, with a track record of leadership and operational excellence. 0-1 years of management experience preferred. Experience in an operational area and/or client services preferred. Strong leadership and team management skills, with the ability to foster a collaborative and client-focused environment. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.